Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,130 | $102,638-97.9% | $81,982-97.4% | $158,982-98.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 82.64% | 61.05%+21.6pp | 41.31%+41.3pp | 302.99%-220.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,635 | $4,649-43.3% | $3,722-29.2% | $5,983-56.0% |
| Admin fee / account holder | $73 | $8,237-99.1% | $5,665-98.7% | $11,252-99.4% |